This is the second part of my two-part blog series on busting myths about Requests for Proposals (RFPs) for consultants and advisors. If you missed my first blog about this, you can read it here and catch up! Here’s a little background on why I wanted to write this: I recently shared this on TikTok […]
Myths vs. Facts: Consultant RFPs — Part 2 Read More »
There are many people in the world who offer advice and guidance to people with means, especially when it comes to how one can best make more money. A wide range of specialized experts and advisors will gladly share their insights to make your decision-making process easier. Business consultants may help you set up a
How To Choose The Right Philanthropic Advisor Read More »
As some of you may have noticed, I recently was inducted into the Million Dollar Consultant® Hall of Fame by my own mentor and advisor, Alan Weiss, Ph.D. This honor was especially gratifying – not because of the fanfare but because, just like most people, I like to know that the work I’ve put into
From Well Done to What’s Next Read More »
Producing the Confident Giving newsletter is one my favorite things to do – in no small part because of readers like you who open, peruse, consider, and sometimes comment and share your thoughts with me. Thank you! As a weekly publication, Confident Giving covers a lot of ground in a single year. In January it’s
Ten Ways Putnam Consulting Got It Right in 2016 Read More »
In my first attempt to hire my own financial advisor in my late 20s, I turned to Morgan Stanley in San Francisco. I interviewed two people. One had a slide show presentation and overflowing binders of charts and graphs showing me how they informed his decisions, his track record, how this and that outperformed that
Don’t Believe the “Complexifiers” Read More »
I hope you’ve had a great summer. Vacations, plenty of pool time, a little rest and relaxation — and lots of playing outside. Now it’s time to hunker down and get back in that office to get things done, right? Wrong. In my opinion, one of the last places a grantmaker should be is in
Get Back Out There! Read More »